Investments & Financial Planning

Investments & Financial Planning as of March 31, 2023

Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 36 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 19.4 $21M 382k 55.36
Vanguard Index Fds Small Cp Etf (VB) 18.0 $20M 103k 189.56
Ishares Tr Core S&p Mcp Etf (IJH) 17.4 $19M 76k 250.16
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 6.5 $7.1M 78k 92.09
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.1 $4.5M 28k 158.76
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.1 $4.4M 91k 48.92
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.9 $4.3M 32k 134.07
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.7 $4.1M 54k 76.23
Vanguard Index Fds Mid Cap Etf (VO) 2.5 $2.7M 13k 210.92
Vanguard Bd Index Fds Intermed Term (BIV) 2.0 $2.2M 28k 76.74
Ishares Msci World Etf (URTH) 2.0 $2.2M 18k 117.67
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.7 $1.9M 21k 91.05
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.7 $1.9M 84k 22.46
Ishares Tr U.s. Real Es Etf (IYR) 1.5 $1.7M 20k 84.90
Vanguard Index Fds Value Etf (VTV) 1.3 $1.4M 10k 138.11
Vanguard Index Fds Growth Etf (VUG) 1.1 $1.2M 4.8k 249.42
Tesla Motors (TSLA) 0.9 $962k 4.6k 207.46
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $948k 20k 48.15
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $787k 7.2k 109.62
NVIDIA Corporation (NVDA) 0.7 $771k 2.8k 277.77
Ishares Tr National Mun Etf (MUB) 0.7 $755k 7.0k 107.73
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.7 $730k 18k 41.68
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $569k 9.1k 62.31
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $490k 12k 40.72
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $460k 14k 32.12
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $440k 4.2k 104.68
Apple (AAPL) 0.4 $431k 2.6k 164.92
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $415k 1.9k 216.45
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $401k 16k 25.79
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $287k 1.9k 154.01
Spdr Ser Tr Bloomberg High Y (JNK) 0.3 $279k 3.0k 92.81
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $224k 3.4k 65.58
Boeing Company (BA) 0.2 $223k 1.1k 212.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $220k 5.5k 40.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $216k 6.3k 34.13
Microsoft Corporation (MSFT) 0.2 $205k 709.00 288.38